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Great Oak Capital Partners’s Eversource Energy ES Stock Holding History

Great Oak Capital Partners’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$973K Sell
13,001
-2,687
-17% -$186K 0.21% 22
2026
Q1 		$1.1M Sell
15,688
-21
-0.1% -$1.48K 0.26% 21
2025
Q4 		$1.07M Sell
15,709
-1,144
-7% -$80.3K 0.27% 22
2025
Q3 		$1.21M Sell
16,853
-4,393
-21% -$288K 0.32% 20
2025
Q2 		$1.4M Buy
21,246
+3,896
+22% +$240K 0.4% 17
2025
Q1 		$969K Hold
17,350
– – 0.32% 19
2024
Q4 		$969K Buy
17,350
+40
+0.2% +$2.49K 0.32% 19
2024
Q3 		$1.13M Buy
17,310
+33
+0.2% +$2.13K 0.39% 17
2024
Q2 		$1.12M Buy
+17,277
New +$1.02M 0.42% 18
2024
Q1 		– Sell
-16,970
Closed -$1.05M – 30
2023
Q4 		$1.05M Buy
+16,970
New +$978K 0.56% 17

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Great Oak Capital Partners's ES Position: Q2 2026 in Review

Great Oak Capital Partners reduced its Eversource Energy (ES) stake by 17% in Q2 2026, selling an estimated $186K and leaving 13,001 shares worth $973K. The position accounts for 0.21% of the portfolio, ranked #22.

Great Oak Capital Partners first reported a position in ES in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.4M in Q2 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Great Oak Capital Partners held 13,001 shares of Eversource Energy worth $973K as of Q2 2026.
  • Great Oak Capital Partners sold 2,687 Eversource Energy shares in Q2 2026, an estimated $186K.
  • Eversource Energy made up 0.21% of Great Oak Capital Partners's portfolio in Q2 2026, its #22 holding.
  • Great Oak Capital Partners first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • Great Oak Capital Partners's Eversource Energy position peaked at $1.4M in Q2 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.